APMI

SELECT SECTOR PORTFOLIO

Investment Approach Details

₹348.99

(AUM CR)

PMS Provider Name

Aditya Birla Sun Life Amc Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

06/10/2009

Age

15.1 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

2.50% - Regular 1.50% - Direct

Variable Fees Structure

Regular - Return upto 12% pa - NIL, Return above 12% - Upto 20% of return in excess of 12% Direct - Upto 15% of return in excess of 12%

Exit Load

Upto 3% for a period as mutually agreed by the PM and the client

Purpose

The investment objective of the portfolio is to generate long-term capital appreciation and
reasonable income in the form of dividends by investing in equity and equity related securities.
Invest in High Quality businesses in Sectors with consistent Growth and ROE by identifying and
participating in growth of these businesses over medium to long term. Investment decisions will be
based on attractive valuation with margin of safety

Fund Manager Details


Mr. A. Balasubramanian
Work Exp. NA
Email ID a.balasubramanian@adityabirlacapital.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.04

1 Year Turnover

0.29